Madison Wealth Partners, Inc Incresed Positions in Q2 2025

Madison Wealth Partners, Inc

  • $405 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
18K
+ 4.61%
$113.67 - $150.4 $2.04M - $2.7M
408K $61.4M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
18.9K
+ 8.17%
$60.22 - $80.1 $1.14M - $1.51M
250K $20M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
29.8K
+ 6.5%
$43.53 - $54.46 $1.3M - $1.63M
489K $26.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
29.4K
+ 13.63%
$90.56 - $109.49 $2.66M - $3.22M
245K $26.8M
IVV
Ishares Core S&P 500 ETF

ETFs
1.92K
+ 6.07%
$498.8 - $620.9 $959K - $1.19M
33.6K $20.9M
DGRO
Ishares Core Dividend Growth E

ETFs
4.71K
+ 0.77%
$55.22 - $63.94 $260K - $301K
617K $39.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
281
+ 1.61%
$416.06 - $551.64 $117K - $155K
17.7K $9.79M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.68K
+ 2.38%
$81.46 - $94.63 $544K - $633K
288K $27.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.74K
+ 31.53%
$171.4 - $227.1 $641K - $849K
15.6K $3.54M
IXUS
Ishares Tr

ETFs
3.43K
+ 3.72%
$62.37 - $77.63 $214K - $266K
95.7K $7.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
338
+ 0.18%
$51.16 - $62.02 $17.3K - $21K
190K $11.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.9K
+ 8.92%
$44.68 - $45.96 $489K - $503K
134K $6.12M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.4K
+ 24.26%
$22.92 - $28.05 $284K - $348K
63.5K $1.78M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.41K
+ 9.51%
$17.76 - $22.1 $167K - $208K
108K $2.4M
META
Meta Platforms, Inc.

Communication Services
201
+ 14.64%
$484.66 - $738.09 $97.4K - $148K
1.57K $1.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
388
+ 17.47%
$456.74 - $568.03 $177K - $220K
2.61K $1.48M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.36K
+ 85.61%
$139.8 - $197.22 $190K - $269K
2.95K $582K
GOOG
Alphabet Inc.

Communication Services
1.57K
+ 74.42%
$146.58 - $180.01 $230K - $283K
3.68K $653K
AVGO
Broadcom Inc.

Technology
21
+ 0.77%
$146.29 - $275.65 $3.07K - $5.79K
2.76K $759K
ORCL
Oracle Corp

Technology
52
+ 1.42%
$122.82 - $218.63 $6.39K - $11.4K
3.7K $809K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.31K
+ 16.17%
$108.12 - $135.04 $142K - $177K
9.41K $1.27M
VTI
Vanguard Total Stock Market Et

ETFs
183
+ 2.39%
$243.75 - $303.93 $44.6K - $55.6K
7.84K $2.38M
DE
Deere & CO

Industrials
403
+ 23.9%
$412.99 - $531.48 $166K - $214K
2.09K $1.06M
USTB
Victory Portfolios Ii Victorys

ETFs
3.83K
+ 15.72%
$50.21 - $50.82 $192K - $195K
28.2K $1.43M
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.05%
$82.96 - $110.1 $332 - $440
7.77K $854K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
708
+ 8.22%
$63.36 - $80.23 $44.9K - $56.8K
9.32K $747K
SOXX
Ishares Semiconductor ETF

ETFs
25
+ 1.17%
$154.86 - $239.07 $3.87K - $5.98K
2.17K $516K
GLD
Spdr Gold Trust

ETFs
24
+ 0.45%
$273.71 - $316.29 $6.57K - $7.59K
5.38K $1.64M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
500
+ 11.7%
$57.46 - $75.58 $28.7K - $37.8K
4.78K $360K
VIG
Vanguard Dividend Appreciation

ETFs
471
+ 2.02%
N/A
23.8K $4.33M
XLC
Select Sector Spdr Tr Communic

ETFs
52
+ 0.78%
$86.13 - $108.53 $4.48K - $5.64K
6.7K $726K
IWF
Ishares Russell 1000 Gr ETF

ETFs
28
+ 2.42%
$320.42 - $424.58 $8.97K - $11.9K
1.18K $502K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
810
+ 37.1%
$100.35 - $100.71 $81.3K - $81.6K
2.99K $301K
OEF
Ishares S&P 100 ETF

ETFs
298
+ 7.25%
N/A
4.41K $1.17M
VTV
Vanguard Value ETF

ETFs
371
+ 16.78%
$153.67 - $176.74 $57K - $65.6K
2.58K $456K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
722
+ 9.15%
$65.1 - $75.98 $47K - $54.9K
8.62K $654K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.98%
$908.13 - $1056.85 $10.9K - $12.7K
1.24K $1.23M
VO
Vanguard Mid Cap ETF

ETFs
112
+ 8.72%
$228.54 - $279.83 $25.6K - $31.3K
1.4K $390K
C
Citigroup Inc

Financial Services
43
+ 1.29%
$58.13 - $85.12 $2.5K - $3.66K
3.38K $287K
ISCG
Ishares Morningstar Small Cap

ETFs
231
+ 3.24%
$39.44 - $49.76 $9.11K - $11.5K
7.37K $366K
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.09%
$53.19 - $69.38 $266 - $347
5.66K $392K
IWM
Ishares Russell 2000 ETF

ETFs
26
+ 1.24%
$174.82 - $215.79 $4.55K - $5.61K
2.12K $457K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.19%
$272.36 - $339.57 $545 - $679
1.06K $358K
IAU
Ishares Gold Trust

ETFs
344
+ 8.67%
$56.1 - $64.74 $19.3K - $22.3K
4.31K $268K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.02%
$35.88 - $52.99 $35.9 - $53
5.55K $272K
JEPI
J P Morgan Exchange Traded Fd

ETFs
513
+ 4.32%
$51.14 - $57.0 $26.2K - $29.2K
12.4K $703K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.06%
$19.6 - $24.44 $118 - $147
9.82K $240K
V
Visa Inc.

Financial Services
22
+ 0.61%
$308.27 - $373.31 $6.78K - $8.21K
3.62K $1.29M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
41
+ 1.23%
$65.84 - $80.81 $2.7K - $3.31K
3.37K $269K
Activity Summary
Buys All Purchases 99 New Holdings 21 Increased Positions 78 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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